Sutton Wealth Advisors’s Valero Energy VLO Stock Holding History

Sutton Wealth Advisors’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$29.8K	Buy	210 +10	+5%	+$1.31K	0.01%	296
2023 Q2	$23.5K	Sell	200 -265	-57%	-$30.8K	0.01%	331
2023 Q1	$64.9K	Sell	465 -3,020	-87%	-$406K	0.03%	187
2022 Q4	$442K	Hold	3,485	–	–	0.17%	95
2022 Q3	$372K	Buy	3,485 +5	+0.1%	+$550	0.15%	99
2022 Q2	$370K	Hold	3,480	–	–	0.15%	108
2022 Q1	$353K	Buy	3,480 +12	+0.3%	+$1.04K	0.12%	121
2021 Q4	$260K	Hold	3,468	–	–	0.09%	155
2021 Q3	$245K	Sell	3,468 -5	-0.1%	-$333	0.09%	158
2021 Q2	$271K	Hold	3,473	–	–	0.1%	144
2021 Q1	$249K	Hold	3,473	–	–	0.1%	145
2020 Q4	$196K	Buy	3,473 +3	+0.1%	+$147	0.08%	157
2020 Q3	$150K	Buy	3,470 +237	+7%	+$12.4K	0.07%	169
2020 Q2	$190K	Buy	3,233 +34	+1%	+$2.03K	0.1%	143
2020 Q1	$145K	Sell	3,199 -367	-10%	-$26.7K	0.09%	155
2019 Q4	$334K	Sell	3,566 -8	-0.2%	-$756	0.17%	104
2019 Q3	$305K	Buy	3,574 +399	+13%	+$32.3K	0.17%	101
2019 Q2	$272K	Sell	3,175 -6	-0.2%	-$495	0.16%	111
2019 Q1	$270K	Buy	3,181 +6	+0.2%	+$496	0.16%	109
2018 Q4	$238K	Hold	3,175	–	–	0.15%	109
2018 Q3	$361K	Hold	3,175	–	–	0.24%	74
2018 Q2	$352K	Hold	3,175	–	–	0.24%	66
2018 Q1	$295K	Hold	3,175	–	–	0.21%	82
2017 Q4	$292K	Hold	3,175	–	–	0.21%	81
2017 Q3	$244K	Hold	3,175	–	–	0.19%	94
2017 Q2	$214K	Hold	3,175	–	–	0.17%	104
2017 Q1	$210K	Hold	3,175	–	–	0.18%	99
2016 Q4	$217K	Hold	3,175	–	–	0.19%	88
2016 Q3	$168K	Sell	3,175 -25	-0.8%	-$1.33K	0.15%	111
2016 Q2	$163K	Hold	3,200	–	–	0.15%	114
2016 Q1	$205K	Buy	+3,200	New	+$204K	0.19%	89

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sutton Wealth Advisors's VLO Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Valero Energy (VLO) stake by 5% in Q3 2023, buying an estimated $1.31K and bringing the position to 210 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #296.

Sutton Wealth Advisors first reported a position in VLO in Q1 2016 and has held it in 31 quarters since. The position peaked at $442K in Q4 2022. 1,372 funds tracked by Wall St. Rank hold VLO as of Q3 2023.

Sutton Wealth Advisors held 210 shares of Valero Energy worth $29.8K as of Q3 2023.
Sutton Wealth Advisors bought 10 Valero Energy shares in Q3 2023, an estimated $1.31K.
Valero Energy made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #296 holding.
Sutton Wealth Advisors first reported a position in Valero Energy in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Valero Energy position peaked at $442K in Q4 2022.
1,372 funds tracked by Wall St. Rank held Valero Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.